Financial advisor
BELINDA TSUI
At Savant Wealth Management · Melville, NY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Heller Wealth Management | Heller Wealth Management | Savant Wealth Management | Acquisition | March 31, 2026 | $550M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | April 6, 2026 | Current |
| HELLER WEALTH MANAGEMENT | Investment adviser | October 10, 2021 | October 8, 2026 |
| HILLCREST WEALTH ADVISORS - NY, LLC | Investment adviser | January 13, 2017 | May 16, 2019 |
| EISNERAMPER WEALTH ADVISORS LLC | Investment adviser | September 7, 2007 | December 31, 2016 |
| AMERIVEST INVESTMENT MANAGEMENT, LLC | Investment adviser | September 7, 2006 | September 4, 2007 |
| TD AMERITRADE, INC. | Investment adviser | September 1, 2006 | September 4, 2007 |
| TD AMERITRADE, INC. | Broker-dealer | September 1, 2006 | September 4, 2007 |
| HSBC SECURITIES (USA) INC. | Investment adviser | October 27, 2005 | August 28, 2006 |
| HSBC SECURITIES (USA) INC. | Broker-dealer | September 14, 2005 | August 28, 2006 |
| TD WATERHOUSE INVESTOR SERVICES, INC. | Investment adviser | June 3, 2003 | August 15, 2005 |
| TD WATERHOUSE INVESTOR SERVICES, INC. | Broker-dealer | November 22, 1999 | August 15, 2005 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.